Leelyn Smith, LLC SCHD Holdings History
Leelyn Smith, LLC's Schwab US Dividend Equity ETF Holding Summary
As of 2025-03-31, Leelyn Smith, LLC held 1.36 Mil shares of Schwab US Dividend Equity ETF(SCHD), totaling $37.89 Mil. This investment constitutes 6.73% of their stock portfolio, and Leelyn Smith, LLC now holds 0.05% of the outstanding Schwab US Dividend Equity ETF(SCHD) stock.
The initial trade took place in 2019Q4. And since then Leelyn Smith, LLC has made 20 purchases of SCHD, at an average price of $39.91, for a total of 1.38 Mil shares. In addition, there have been 1 sales at an average price of $72.31 for 24,834.00 shares. Based on historical transaction data and SCHD's current price of $27.52, Leelyn Smith, LLC's estimated gain on his SCHD holdings is $-15.98 Mil, reflecting a -29.02% gain to date.
Leelyn Smith, LLC SCHD ($27.52) Holding Chart
Leelyn Smith, LLC SCHD ($27.52) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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